Tsis ntev los no, cov ntaub ntawv tshaj tawm tshiab tshaj tawm los ntawm Lub Koom Haum Khoom Noj Khoom Noj (PBFA) thiab Lub Tsev Haujlwm Zoo Khoom Noj (GFI) tau taw qhia tias xyoo 2020, kev muag khoom ntawm cov khoom noj cog qoob loo hauv Tebchaws Meskas yuav loj hlob ntxiv ntawm ob tus lej. tus nqi, nce los ntawm 27%, mus txog kev lag luam loj ntawm 7 billion US dollars..Cov ntaub ntawv no tau raug txib los ntawm PBFA thiab GFI los tshawb xyuas los ntawm SPINS.Nws tsuas yog qhia txog kev muag khoom ntawm cov khoom cog uas hloov cov tsiaj txhu, suav nrog cov nqaij cog qoob loo, cog cov nqaij nruab deg, cog qe, cog cov khoom noj siv mis, cog seasonings, thiab lwm yam. Lub sij hawm txheeb xyuas ntawm cov ntaub ntawv yog mus txog rau lub xyoo dhau los rau lub Kaum Ob Hlis 27, 2020.
Qhov kev muag khoom raws li nyiaj daus las no zoo ib yam thoob plaws Tebchaws Meskas, nrog ntau dua 25% kev loj hlob hauv txhua qhov kev suav pej xeem.Kev loj hlob ntawm cov khoom noj khoom haus cog qoob loo yog yuav luag ob npaug ntawm kev loj hlob ntawm Asmeskas khw muag khoom noj khoom haus kev lag luam, uas tau nce 15% hauv 2020 vim yog kaw cov khw noj mov vim muaj kab mob tshiab thiab cov neeg siv khoom noj khoom noj ntau thaum lub sijhawm. qhov kev xauv tsis pub tawm.
Cov ntaub ntawv muag khoom ntawm 7 billion cog cov khoom lag luam qhia tau hais tias cov neeg siv khoom tam sim no tab tom hloov pauv "qhov tseem ceeb".Ntau thiab ntau tus neeg tau txais kev pabcuam tau koom nrog cov khoom noj cog qoob loo rau hauv lawv cov khoom noj, tshwj xeeb tshaj yog cov uas muaj saj zoo thiab noj qab haus huv.khoom.Nyob rau tib lub sijhawm, 27% kev loj hlob ib feem qhia txog kev hloov pauv ntawm kev noj zaub mov rau cov tsev neeg thaum muaj kev sib kis.Raws li cov khw muag khoom lag luam ua rau poob lag luam hauv kev lag luam catering kev lag luam, kev muag khoom loj hlob ntawm cov khoom lag luam cog qoob loo ntau tshaj qhov kev loj hlob ntawm tag nrho cov khoom noj thiab dej haus hauv khw muag khoom (+ 15%).
2020 yog ib lub xyoo ntawm kev ua tiav rau cov khoom noj cog qoob loo.Feem ntau, kev loj hlob zoo heev ntawm cov khoom noj cog qoob loo, tshwj xeeb tshaj yog cov nqaij cog qoob loo, tau dhau qhov kev cia siab ntawm kev ua lag luam, uas yog qhov pom tseeb ntawm cov neeg siv khoom "kev hloov pauv noj zaub mov".Tsis tas li ntawd, kev nkag mus hauv tsev neeg ntawm cov khoom siv cog qoob loo kuj tseem nce ntxiv.Xyoo 2020, 57% ntawm cov tsev neeg tab tom yuav khoom rau cov khoom cog, nce ntawm 53%.
Hauv lub xyoo xaus rau Lub Ib Hlis 24, 2021, Asmeskas cog cov mis nyuj muag muag tau nce 21.9% hauv kev ntsuas channel kom ncav cuag US $ 2.542 billion, suav txog 15% ntawm cov kua mis muag.Nyob rau tib lub sijhawm, kev loj hlob ntawm cov mis nyuj cog yog ob npaug ntawm cov mis nyuj zoo tib yam, suav txog 35% ntawm tag nrho cov khoom noj khoom haus cog qoob loo.Tam sim no, 39% ntawm cov tsev neeg Asmeskas yuav cov mis nyuj cog.
Kuv yuav tsum hais txog kev ua lag luam muaj peev xwm ntawm "oat mis nyuj".Oat mis nyuj yog ib yam khoom tshiab hauv kev cog qoob loo hauv Tebchaws Meskas.Yuav luag tsis muaj cov ntaub ntawv khaws tseg hauv cov ntaub ntawv ob peb xyoos dhau los, tab sis nws tau ua tiav zoo hauv xyoo tas los no.Hauv xyoo 2020, kev muag khoom ntawm cov mis nyuj oat tau nce los ntawm 219.3% mus txog US $ 264.1 lab, tshaj li cov kua mis kom dhau los ua 2 hom zaub mov zoo tshaj plaws.
Cov nqaij cog yog qhov thib ob loj tshaj plaws ntawm cov khoom siv cog, nrog tus nqi ntawm US $ 1.4 nphom hauv 2020, thiab kev muag khoom tau nce 45% los ntawm US $ 962 lab hauv 2019. Qhov kev loj hlob ntawm cov nqaij cog yog ob npaug ntawm cov nqaij ib txwm, suav nrog 2.7% ntawm cov khoom ntim khoom muag.Tam sim no, 18% ntawm cov tsev neeg Asmeskas yuav cov nqaij cog qoob loo, nce ntawm 14% hauv 2019.
Nyob rau hauv qeb ntawm cov nroj tsuag nqaij cov khoom, cov nroj tsuag raws li nqaij nruab deg yuav tsum tau them sai sai rau.Txawm hais tias cov khoom lag luam hauv paus yog me me, kev muag khoom ntawm cov khoom noj nqaij nruab deg uas cog qoob loo xav tias yuav loj hlob zoo nyob rau ob peb xyoos tom ntej no, nrog kev nce ntawm 23% hauv 2020, nce mus txog US $ 12 lab.
Xyoo 2020, cov khoom lag luam cog qoob loo yogurt hauv Asmeskas kev lag luam yuav loj hlob los ntawm 20.2%, uas yog yuav luag 7 npaug ntawm cov khoom yogurt, nrog kev muag khoom mus txog 343 lab US las.Raws li ib pawg ntawm cov yogurt, cog-raws li yogurt yog tam sim no nyob rau hauv sawv, thiab nws yog feem ntau nrov nyob rau hauv European thiab American lag luam.Yogurt fermented los ntawm cov ntaub ntawv cog qoob loo muaj qhov ua tau zoo ntawm cov roj tsawg thiab cov protein ntau.Raws li ib tug tshiab qeb nyob rau hauv yogurt, muaj ntau chav rau yav tom ntej kev lag luam kev loj hlob.
Hauv kev ua lag luam hauv tsev, ntau lub tuam txhab twb tau siv cov khoom siv cog qoob loo, suav nrog Yili, Mengniu, Sanyuan, thiab Nongfu Spring.Txawm li cas los xij, raws li qhov tam sim no kev loj hlob ib puag ncig muaj kev txhawj xeeb, cov nroj tsuag yogurt tseem muaj teeb meem hauv Suav teb, xws li kev paub txog cov neeg siv khoom tseem nyob rau theem niche, cov khoom lag luam yog me ntsis siab dua, thiab cov teeb meem saj.
Nroj-raws li cheese thiab cog-raws li qe yog cov loj hlob sai tshaj plaws ntawm cov nroj tsuag raws li kev lag luam ntu.Zaub cheese loj hlob los ntawm 42%, yuav luag ob npaug ntawm kev loj hlob ntawm cov cheese ib txwm, nrog rau kev lag luam loj ntawm US $ 270 lab.Cov qe cog tau nce 168%, yuav luag 10 npaug ntawm cov qe ib txwm muaj, thiab kev lag luam loj tau mus txog 27 lab US las.Pib xyoo 2018, cov qe cog qoob loo tau loj hlob ntau dua 700%, uas yog 100 npaug ntawm kev loj hlob ntawm cov qe ib txwm muaj.
Tsis tas li ntawd, kev lag luam zaub-raws li butter tau loj hlob sai heev, suav txog 7% ntawm cov khoom lag luam butter.Cog creamers tau nce los ntawm 32.5%, cov ntaub ntawv muag khoom mus txog 394 lab US las) suav txog 6% ntawm cov creamer qeb.
Nrog rau kev loj hlob ntawm cov nroj tsuag raws li kev lag luam, ntau lub tuam txhab loj hauv kev lag luam khoom noj khoom haus tau them nyiaj rau lwm txoj kev lag luam protein thiab tseem tab tom tsim cov khoom lag luam.Tsis ntev los no, Beyond Meat tshaj tawm kev koom tes nrog ob lub ntiaj teb cov khoom noj ceev ceev McDonald's thiab Yum Group (KFC / Taco Bell / Pizza Hut), thiab tib lub sijhawm tau pom zoo nrog Pepsi los tsim cov khoom noj txom ncauj thiab dej haus uas muaj cov protein ntau.
Los ntawm Nestle mus rau Unilever thiab Danone, cov khoom lag luam CPG thoob ntiaj teb tau nkag mus rau qhov kev ua si;los ntawm Tyson Foods mus rau JBS cov tuam txhab nqaij loj;los ntawm McDonald's, Burger King, KFC mus rau Pizza Hut, Starbucks thiab Domino's;nyob rau hauv 12 lub hlis dhau los, Kroger (Kroger) thiab Tesco (Tesco) thiab lwm cov khw muag khoom loj tau ua "cov thawj koom ruam loj" ntawm lwm cov protein.
Raws li qhov loj npaum li cas lub peev xwm ua lag luam yuav yog, nws yog qhov nyuaj rau kwv yees, vim tias kev yuav tsav ntawm txhua pawg sib txawv.Qee cov khoom siv technically nyuaj dua lwm tus.Nqe tseem yog ib qho teeb meem.Cov neeg siv khoom tseem tab tom tawm tsam nrog saj, kev ntxhib los mos thiab Tsiaj protein yog qhov ntsuas tau zoo ntawm cov khoom noj khoom haus.
Tsis ntev los no, ib tsab ntawv tshaj tawm los ntawm Boston Consulting Group thiab Blue Horizon Corporation kwv yees tias los ntawm 2035, lwm cov proteins raws li cov nroj tsuag, kab mob thiab kab lis kev cai ntawm tes yuav suav txog 11% ntawm lub ntiaj teb cov protein ua lag luam ($ 290 billion).Nyob rau hauv lub neej yav tom ntej, peb tseem yuav pom qhov nce ntawm cov tsiaj protein ntau ntxiv rau lub sijhawm, txawm tias qhov sib koom ntawm lwm cov proteins kuj tseem nce ntxiv, vim tias tag nrho cov khoom lag luam protein tseem loj hlob.
Tsav los ntawm cov neeg siv khoom txhawj xeeb txog kev noj qab haus huv ntawm tus kheej, kev ruaj khov, kev nyab xeeb khoom noj, thiab kev noj qab haus huv ntawm cov tsiaj, tib neeg kev txaus siab rau kev lag luam khoom noj khoom haus tau nce siab, thiab kev kis tus kab mob tshiab tshiab tau ua rau muaj kev txhawb nqa ntxiv rau cov khw muag khoom noj khoom haus.Cov yam tseem ceeb no yuav txuas ntxiv tsav kev noj zaub mov ntawm cov nroj tsuag mus ntev.
Raws li Mintel cov ntaub ntawv, los ntawm 2018 txog 2020, cov lus cog lus cog lus hauv cov khoom noj thiab dej haus tshiab hauv Tebchaws Meskas tau nce 116%.Nyob rau tib lub sijhawm, 35% ntawm cov neeg siv khoom Asmeskas pom zoo tias COVID-19 / tus kabmob kis kabmob kis tau zoo ua pov thawj tias tib neeg yuav tsum txo qis kev noj tsiaj.Tsis tas li ntawd, nruab nrab ntawm kev tsim kho tshiab ntawm cov khoom siv cog qoob loo thiab maj mam rov qab mus rau qhov kev txwv tsis pub yuav khoom, 2021 yuav muab cov khw muag khoom muaj ntau lub sijhawm los nyiam cov neeg siv khoom ntau dua thiab nthuav dav lawv cov khoom siv cog qoob loo.
Lub sij hawm xa tuaj: Plaub Hlis-19-2021